Super El Niño May Rival 1997-98 Record, China Warned of Severe Floods Next Year
News

Super El Niño May Rival 1997-98 Record, China Warned of Severe Floods Next Year

China's top El Niño forecaster says the developing super El Niño could match the 1997-98 intensity, driven by rare subsu...

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Korean AI-Driven Chip Boom Draws Wave of Chinese Hot Money
Markets

Korean AI-Driven Chip Boom Draws Wave of Chinese Hot Money

The Kospi's 80% rally, led by Samsung and SK Hynix, has Chinese investors scrambling for semiconductor ETF exposure thro...

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Analysts Turn Bullish on CoreWeave, DigitalOcean and Nebius as AI Inference Demand Accelerates
Companies

Analysts Turn Bullish on CoreWeave, DigitalOcean and Nebius as AI Inference Demand Accelerates

Truist and Baird upgrade or initiate coverage on three neocloud providers, citing a shift from AI training to inference ...

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Barclays Maps El Niño’s Impact: Gas Prices Drop First, Tropical Softs Surge
Markets

Barclays Maps El Niño’s Impact: Gas Prices Drop First, Tropical Softs Surge

The bank’s framework shows European gas prices historically fall 9–28% in El Niño winters, while palm oil, coconut oil a...

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Hong Kong Summit Highlights Safe-Haven Pitch and Yuan Stock Connect Expansion
Markets

Hong Kong Summit Highlights Safe-Haven Pitch and Yuan Stock Connect Expansion

At the Caixin Summer Summit, Hong Kong officials pitched the city as a capital safe haven and outlined plans to add yuan...

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Lithium Carbonate Weakens as Market Pre-Prices Future Supply Glut
Markets

Lithium Carbonate Weakens as Market Pre-Prices Future Supply Glut

Spot battery-grade lithium carbonate has shed 2.5万元/tonne since June, but the decline is more about forward supply expec...

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Hong Kong Bets on AI Leadership and Tourism Revival to Reinforce Global Standing
Technology

Hong Kong Bets on AI Leadership and Tourism Revival to Reinforce Global Standing

President Xi Jinping’s call to make AI a driver of shared prosperity coincides with Hong Kong’s push to dominate the AI ...

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Bernstein: AI Compute Is Becoming a Commodity — GPU Futures Could Reshape Trillion-Dollar AI Capex
Technology

Bernstein: AI Compute Is Becoming a Commodity — GPU Futures Could Reshape Trillion-Dollar AI Capex

Bernstein argues AI compute is commoditizing like electricity, with GPU futures on the horizon. Major deals (Meta-Anthro...

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